EOI Service Company

Account Executive

• Manages and grows an assigned book of business with existing clients, achieving retention and sales goals through development of long-term strategies and placement of additional products and services.
• Analyzes performance outcomes, leveraging benchmarking and best practices to recommend solutions for continual improvement and viability of the client relationship.
• Acts as key point of contact for broker, client, and carrier partners.
• Identifies and efficiently resolves issues and escalations as needed.
• Drives product and carrier placement strategies to maximize revenue opportunities, including achievement of carrier bonus thresholds.
• Sets client and enrollment-specific sales goals, interfacing with client teams to monitor results and adjust strategy as needed, communicating back to internal and external stakeholders as appropriate.
• Acts as liaison between external partners and internal departments to ensure clients and brokers remain satisfied with their services.
• Builds and fosters a positive, collaborative, and inclusive workplace and team culture, championing internal initiatives and programs.
• Oversees assigned client teams, leading weekly internal planning meetings, setting priorities, monitoring outcomes, and allocating resources to achieve goals.

Client Executive